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Schwab Intelligent Portfolios: Built on a Faulty Premise
It is a great marketing campaign, and the service is a wonderful idea, but the asset allocations of SIPs aren’t actually that intelligent.
Preparing Your “Digital Estate” – Hardware and Digital Property
You probably have dozens of online accounts and possibly hundreds of dollars of digital property. What happens to it when you die?
Vanguard Sends A Letter To Directors, Will A Stick Follow?
A board of directors is supposed to be accountable to the shareholders but sometimes they need a reminder.
Are Socially Responsible Investing (SRI) Funds Better Investments?
“What do you think of the idea of Socially Responsible Investing (SRI) implemented simply by investing in something like the Domini Social Equity Fund (DSEFX)?”
Stock Ownership Is a Bad Strategy for Social Change
You cannot help a company by buying its stock.
Jack Bogle: The Value Of An Advisor Who Sticks To A Long-Term Plan
“Advisers need to sell their value as keeping their clients from doing the wrong thing at the wrong time.”
Warren Buffett Extends His Lead in Hedge Fund Wager
With three years remaining on a ten year $1 million bet, Buffett is sitting pretty to win it.
Sordid History of the Income Tax: from 3% to 39.6%
The only time the original terms of the Constitution have been explicitly rejected and changed was to give the government the right to tax people unequally.
Did Obama Violate an SEC Regulation?
From the blind eye of the law, this seems like a violation of SEC regulation.
Garrett Planning Network SEC Anti-Testimonial Violation
We expect the Garrett Planning Network to quickly take down these SEC violations from their website in response.
Sheryl Garrett Should Have Distanced Herself From Obama Like The AARP
It isn’t too late to print a retraction.
There Are No Such Things As “Fiduciary Rules”
The principles of a fiduciary cannot be condensed into a set of rules.
Jack Bogle: Investing Outside The United States
“We still have plenty of problems, but we’re much better than France, Britain and Germany.”
Are CEOs Talented or Just Lucky?
The legal defense of Harold Hamm hinged on the belief that his wealth was the result of happenstance.
Rethinking Government Spending
In 2013, Nancy Pelosi said “there’s no cuts to make,” but that’s ridiculous.